bonnie@kratosfinancial.com

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(619) 787-4222

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Financial Planning in Surprise, AZ

 
Learn How To Avoid Running Out Of Money When You Need It Most!
     

Have you asked yourself how much money will you need when you retire and for how long to enjoy the retirement lifestyle you desire? Have you ever thought about whether you will outlive your money? Do you have a ROCK SOLID answer? Call me, Bonnie Clark, at (619) 787-4222 and I will be happy to show you how!

Life Insurance in Surprise

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Annuities in Surprise

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College Fund Planning in Surprise

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Mortgage Protection in Surprise

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Why Should You Choose Bonnie to be Your Financial Planner?

DEDICATED TO YOU

Ever feel like a financial planner was pushing you to a product that was a benefit to them- at your expense? I am here to help you reach YOUR financial goals.

FOCUSED ON RELATIONSHIPS

You deserve more than to be just treated like another transaction. I absolutely love the process of working with my clients, and being a part of your future!

SOLUTION ORIENTED

You are unique, and so are your financial goals. Rather than “paint by numbers” with your financial plan, I take a creative approach to go outside the box.
Erin & Billy CA

“Bonnie took her time with us to understand our needs and wants...She helped us gain more clarity and security in our financial future. Bonnie has become our family’s go-to financial person. If you want financial peace of mind, give her a call today. You’ll be glad you did.”

Seth Joseph, Esq. Miami, FL

“Bonnie has been a trusted financial advisor to me for many years. As a busy professional, I appreciate Bonnie giving me well educated information that benefits my specific circumstances. The strategies she customized for me minimizes risk while providing competitive gains. My plan established tax advantaged generational wealth for my children too. I appreciate having a proven financial plan, used by wealthy families for hundreds of years, so I can focus on my priorities with confidence.”

Jim & Rebecca CA

“I needed a tax-free solution to secure my retirement, and Bonnie came up with a great plan! We feel great about our new financial plan and we sleep like babies even when the market is going down, knowing our money isn’t!”

Debbie Clymer Murrieta, CA

“Bonnie took the time to REALLY listen to me, my needs, my concerns, my goals and help me find the right solutions for me. She had my best interest in mind; not her’s. Bonnie Clark took the time to make things simple to understand and educate me financially. I have a clearer picture of how to make smart decisions for a better financial future. I highly recommend Bonnie Clark’s services.”